Fast-Tracking SBA 504 After Reopening
Get the lender and CDC perspective on what’s changed, how backlogs clear, and how to move your deals first.
November 18, 2025 | 10:00 AM PT
About the Webinar
Although SBA 504 approvals are stalled now doing to government shutdown, this shall end soon and then the SBA 504 loans will move again. In this co-hosted session by AVANA Companies (first-lien 504 lender) and Capital Partners CDC, you’ll hear both sides of the table—how lenders and CDCs are preparing files now and prepared to sequence them post-reopen, what to prep now, and the exact steps that make packages approval-ready on Day 1. Bring real scenarios; leave with a Day-1 readiness checklist.
What You’ll Learn
- 504 refinance deep-dive: Eligibility (incl. 75/25 test), any- payment-improvement rule, cash-out parameters, and the refi doc stack that moves first.
- Impact of Government Shutdown on SBA 504: What paused vs. what continued—and how CDCs are prioritizing submissions.
- Lessons from 2019: What worked then—and how to apply it now to avoid screen-outs.
- Post re-open timing & backlogs: Practical ways to shorten the critical path (complete packages, early CDC engagement, smart third-party timing).
- Your next steps: A simple playbook to get files “Day-1 ready” (structure, occupancy, documentation).
Who Should Attend
Brokers and advisors working on owner-occupied CRE acquisitions or refinances who want a clear, repeatable process to get 504 deals across the line quickly.
Meet the Speakers
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Matt Hunt
Chief Credit Officer, AVANA Companies
Seasoned SBA/CRE credit lender with $5B+ in closed SBA loans
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Tim Souther
Executive Vice President, Capital Partners CDC (Atlanta, GA)
CDC originations and credit expert; 400+ SBA 504 loans originated; Coleman Report's 2020 SBA National Lender of the Year
Sanat Patel
Co-Founder & Chief Lending Officer, AVANA Companies
Brings more than three decades of experience in financial services, private credit and commercial banking
Event Details
Topic: Webinar – Fast-Tracking SBA 504 After Reopening
Date: November 18, 2025
Time: 10:00 AM PT | 11:00 AM MST | 12:00 PM CST | 1:00 PM EST
Location: Live webinar with Q&A (Zoom)
Duration: 45 mins + 15 min Q&A
FAQs
Is this a slide presentation or Q&A?
Q&A-first with minimal slides—built to get you practical answers fast.
Will you cover 504 refinance specifics?
Yes. We’ll focus on eligibility, 75/25 use test, any-payment-improvement rule, eligible cash-out, and a refi doc stack that moves first. How do I ask questions?
Submit during registration or live via the Q&A box. We’ll prioritize high-impact questions.
Will I get the recording?
Yes—registrants get the replay link and both PDFs within 24 hours.
AVANA Companies is a first-lien SBA 504 and conventional CRE lending partner with $5B+ SBA experience. We collaborate with CDCs to deliver borrower-friendly execution and predictable closes.
Capital Partners CDC is an SBA-licensed, non-profit Certified Development Company that markets, underwrites, submits, closes/funds, and services SBA 504 second-mortgage loans—ranked among active CDCs nationally and in the Southeast.